Your Brokerage Is Losing
Funded Deals Every Day.
We Stop That
Rate-shopper leads going cold, pre-approvals stalling, renewals walking back to the bank, and no follow-up system. We set up GoHighLevel with an AI employee and done-for-you automations so your brokerage replies in seconds, qualifies every borrower, collects documents, and turns more applications into funded deals without anyone lifting a finger.
Why Your Brokerage Leaks Deals Every Day
Most mortgage brokerages run on a patchwork of email, texts, spreadsheets, and good intentions. Here's what that's costing you in funded volume.
Rate-Shoppers Go Cold in Minutes
A borrower requests a quote at 9 PM from a comparison site or a Facebook lead ad. By the time an agent replies the next afternoon, three other brokers have already called, sent a rate, and started the application. In mortgages, the first responder usually wins the file.
⚠ Most online mortgage leads go to whoever replies firstPre-Approvals Stall on Missing Docs
The borrower is keen, but the file sits idle waiting on a pay stub, a T4, or a bank statement. Agents chase documents by hand, the borrower forgets, and the pre-approval expires. A motivated buyer goes quiet because nobody nudged them at the right moment.
⚠ Stalled applications quietly die in the pipelineRenewals Walk Back to the Bank
A client funded with you three years ago. Their renewal is 90 days out and you have no system reminding you, so the bank mails them a renewal letter first. They sign it out of convenience. You just lost a repeat deal and a referral source you already earned.
⚠ Every un-tracked renewal is a funded deal handed to a bankNo System for Realtor Referrals
Your best deals come from realtors, but the relationship lives in one agent's phone. There's no shared pipeline, no co-branded follow-up, and no nurture for partners who haven't sent a deal in a while. Referral sources drift to the broker who stayed top of mind.
⚠ Referral partners forgotten = pipeline dries upConsent & Opt-Out Handled by Hand
Every email and text to a borrower needs documented consent and a clean opt-out path. Tracking that in a spreadsheet is slow, error-prone, and risky. One missed unsubscribe or a message to a non-consented contact is a compliance headache nobody wants.
⚠ Manual consent tracking is a liability waiting to happenZero Pipeline Visibility Across Agents
As a principal broker or owner, you can't see where each file stands. Which deals are at pre-approval? Which are conditional? Which agents are converting, and which leads have gone untouched for a week? Every agent runs their own way and nobody knows the real numbers.
⚠ No data means no forecasting and no accountabilityGoHighLevel + an AI Employee That Runs Your Brokerage
GoHighLevel is the all-in-one platform that replaces the patchwork. We configure it for mortgage with an AI employee at the front, done-for-you automations behind it, and every other GHL feature you need CRM, pipelines, calendars, funnels, unified inbox, and reviews so every lead gets an instant answer, every application moves forward, and every renewal is caught early.
AI Employee: Answers & Qualifies Every Lead
The moment a lead comes in from a rate-comparison site, a lead ad, your website, or a referral, GHL's AI employee replies in seconds, holds a real two-way conversation, qualifies loan type, timeline, and pre-approval status, and books the call or sends the application link. It works 24/7 across SMS, WhatsApp, and web chat, so you're always the first broker in the conversation.
- AI replies and qualifies in under 60 seconds, day or night
- Real two-way chat across SMS, WhatsApp, and web
- Hot, ready borrowers handed to you; the rest nurtured automatically
- Books the call or sends the pre-approval link itself
Pre-Approval & Document Collection
A multi-step application funnel captures loan type, purchase price, down payment, and pre-approval status, then an automated sequence requests each missing document and reminds the borrower until the file is complete. No more chasing pay stubs by hand.
- Multi-step pre-approval application funnel
- Automated document request and reminder flow
- Agent alerted the moment a file is ready
- Captures loan type, insurer, amortization, close date
Renewal & Rate-Lock Reminders
Every funded client gets an automated renewal sequence that fires 120, 90, and 60 days before maturity so you reach them long before the bank's renewal letter does. Conditional and rate-lock deadlines trigger their own reminders so nothing expires unnoticed.
- 120 / 90 / 60-day renewal reminder sequence
- Rate-lock and conditional deadline alerts
- Mortgage anniversary and check-in touches
- Win renewals back before the bank gets there
Realtor Referral Partner Pipeline
A dedicated pipeline tracks every realtor and referral partner, with co-branded follow-up and a post-close sequence that keeps you top of mind. Partners who go quiet get a gentle nurture so your referral engine never dries up.
- Referral partner pipeline with stage tracking
- Co-branded partner landing pages
- Post-close referral request automation
- Re-engagement for partners who've gone quiet
Consent-Ready Compliant Follow-Up
Every email and SMS flow is built with consent capture and one-click opt-out baked in, following consent-aware and carrier-aware patterns. Unsubscribes apply across all sequences automatically, so your follow-up stays clean without a spreadsheet.
- Consent captured at every entry point
- One-click unsubscribe across all sequences
- Carrier-aware SMS registration handled at setup
- Compliance-ready structure (you keep legal sign-off)
CRM Pipeline & Reporting
Every file moves through a visual pipeline: New Lead → Pre-Approval → Application → Conditional → Funded. Whether you're a solo broker or a brokerage with a team, you see exactly where each deal stands, which sources convert, and where files are stalling all in one dashboard.
- Drag-and-drop pipeline by stage and agent
- Real-time dashboard for brokers and principals
- Source tracking for every lead channel
- Scales cleanly from one broker to a full team
Live in 2 Weeks,
Running on Autopilot
We handle the entire setup. Your agents don't need to learn new software from scratch we build, test, and train your team on the system.
Discovery Call
We map your lead sources, agent structure, current tools, and biggest drop-off points from first enquiry to funded deal. Free, 20 minutes. We come prepared with specific questions about your pipeline and renewals.
Custom Build
We configure your GoHighLevel: the AI employee, pipelines, pre-approval funnels, document automations, renewal sequences, referral flows, and consent-ready email and SMS all branded to you and tuned to how your brokerage actually works.
Test & Launch
We run live tests simulated lead intake, document reminders, renewal triggers, opt-out flows to confirm every automation fires correctly and unsubscribes are honoured before going live with real borrowers.
Training & Support
We train your agents and principals on the pipeline, inbox, and reporting dashboard. Then we stay available for 30 days to tweak automations as your team uses the system on real files.
What This Is Worth
to Your Brokerage
A mid-size brokerage with 6 agents and 100 leads per month. Conservative estimates based on average broker commission per funded deal.
Fixed Setup Fee.
No Surprises.
One-time setup fee covers everything. Optional monthly support retainer to keep automations optimised as your brokerage grows.
Solo Broker
Individual broker or small team (1–3)
Setup in 2 weeks · one-time fee
- Instant lead auto-response automation
- Pre-approval application funnel
- Document collection & reminders
- Renewal & rate-lock reminder sequences
- Consent-ready email & SMS
- Lead pipeline setup
- Training + 30 days post-launch support
Brokerage
4–15 agents, full team setup
Setup in 2 weeks · one-time fee
- Everything in Solo Broker
- AI lead qualification bot
- Realtor referral partner pipeline
- Post-close referral & review automation
- Principal reporting dashboard
- Multi-source intake (lead ads, web, comparison sites)
- 2 training sessions + documentation
Enterprise
Larger brokerages, multi-branch, custom needs
Custom timeline & scope
- Everything in Brokerage
- Advanced AI employee (voice + multi-channel)
- Multi-branch setup & team structure
- Mortgage CRM webhook scaffolding (Filogix, Velocity, etc.)
- Custom integrations & reporting
- Dedicated onboarding & ongoing optimisation
GHL subscription (~USD 97/mo) is separate and paid directly to GoHighLevel. We never mark it up. Carrier and SMS registration fees are paid directly to the provider. Optional monthly support retainer available from $220/mo.
Real Results from
Real Brokerages
Mortgage teams that switched to a proper CRM and automation system.
"We were buying leads and losing most of them simply because nobody replied fast enough. Now every lead gets a personalised message and a pre-approval link in under a minute. Our application volume jumped in the first month without spending a dollar more on ads."
"The renewal automation alone paid for the whole build. We used to lose clients to their bank at maturity because we simply forgot to reach out. Now the system catches every renewal 90 days early and we're keeping deals we used to hand away."
"The AI employee is the part that surprised me. It chats with leads at midnight, qualifies them, and books the call before I'm even awake. My team now wakes up to warm, pre-qualified borrowers instead of a list of cold names to chase."
Common Questions
What mortgage brokers and principals ask us before signing up.
Is the follow-up compliant with consent and opt-out rules?
Yes. Every email and SMS sequence we build captures consent at the point of entry and includes a one-click unsubscribe that opts the contact out across all sequences automatically. We follow consent-aware and carrier-aware patterns (including CASL and CRTC SMS registration where relevant). We build the compliance-ready structure legal certification and final sign-off remain your responsibility.
Can GHL connect to my mortgage CRM like Filogix or Velocity?
Yes. We set up webhook scaffolding so leads and status updates can pass between GHL and your origination platform (Filogix, Velocity, Newton Spark, or MorWEB). GHL handles all your lead communication, follow-up, and pipeline while your origination software manages the deal submission. A live two-way integration can be scoped as a separate add-on.
Does this work for a solo broker as well as a brokerage?
Both. The same GoHighLevel build, AI employee, and automations work whether you're a single broker who wants to stop losing leads after hours, or a brokerage with a team that needs shared pipelines and reporting. We configure it to your size solo brokers get a lean, powerful setup, and brokerages get team structure, lead routing, and a principal dashboard on top.
How do the renewal and rate-lock reminders work?
When a deal funds, we capture the maturity date and key deadlines as custom fields. The system then automatically fires a renewal sequence 120, 90, and 60 days before maturity so you reach the client well before their bank's renewal letter. Rate-lock and conditional deadlines trigger their own alerts to you and the borrower, so nothing expires without a nudge.
We already capture leads in another tool do we need to switch?
Not necessarily. GHL can run alongside your existing tools, handling all borrower communication, pre-approval funnels, document collection, and follow-up while your origination platform manages submissions. For most brokerages, GHL replaces the manual email-and-text follow-up entirely, which simplifies the workflow rather than adding to it.
What happens after the 2-week setup? Are there ongoing costs?
The setup fee is one-time. After launch you pay GoHighLevel directly (~USD 97/month for the platform), plus any carrier or SMS registration fees paid directly to the provider. We offer an optional monthly support retainer (from $220/mo) for ongoing automation optimisation, new workflow builds, and priority support but it's completely optional.
See It Live for
Your Brokerage
We'll build a live demo of the instant lead response, pre-approval funnel, and renewal reminder system personalised with your brokerage name and show you exactly how it works on a 20-minute call. No obligation, no sales pressure.
Book Your Free Demo
Pick a 20-minute slot. We'll show you the system live with your brokerage name on it and give you a quote on the same call.
📅 Book Free Demo →